Adjust prices at the POS checkout

Use these procedures to reduce a price at the register. You can adjust a single item or the whole order, and staff are limited to the maximum discount set on their POS user record.

Video demo

Allow staff to apply discounts

When you set up staff as POS users, you can define the limits of the discounts they can apply. See add a POS user.

What limits a discount

Three settings decide how far a price can be reduced at the register, and the register applies whichever is most restrictive.

Limit	Where it is set	What it does
Maximum Discount Percentage	Outlet User Type	Caps the share of the price a staff member can give away.
Minimum Sell Price	Price book entry, falling back to the product	Sets a floor the price cannot go below.
Exclude From Price Reductions	Price book entry, falling back to the product	With Manual selected, removes Adjust Price from the item entirely.

The first two count discounts differently, which matters on an item that is already promoted:

• Maximum Discount Percentage counts only what staff have discounted themselves. A promotion the store is running does not use up a cashier’s allowance.
• Minimum Sell Price counts every reduction on the line, promotions included, because it is a floor on the price the customer actually reaches.

When Adjust Price is missing

Adjust Price appears only when the staff member’s Maximum Discount Percentage is above zero and the item is not excluded from manual reductions. A staff member whose Outlet User Type has a maximum of 0, or who has no Outlet User record for the outlet they are signed in to, sees no Adjust Price option and is given no explanation for its absence. Check both before looking at the product.

The cap belongs to the Outlet User Type rather than the individual, so everyone sharing a type shares the cap.

Discounts that stop being valid

A discount that was within the limits can fall outside them when the cart changes, for example when an item is removed and an order-level discount is redistributed across fewer lines. The POS warns that the discount is invalid and keeps checkout disabled until it is brought back within the limit.

There is no supervisor override. Exceeding a limit blocks the action, and no PIN or approval step raises it.

Adjust the price of an item

1. Select the item in the checkout cart. A list of options opens.

2. Select Adjust Price. A popup appears.

   

3. Enter the discount as a currency amount or a percentage.
4. Select Set new price.
5. Repeat for any other item whose price you want to adjust.

The item shows the reduced price in the cart, and the checkout total updates.

Apply a discount to a total order

1. In the cart, select Manage Cart.

2. Select Adjust Price. A popup appears.

   

3. Enter the discount as a currency amount or a percentage.

4. Select Set new price.

   :::note If the cart contains items that are not eligible for discounts, the POS displays the message “Some items in this cart are not eligible for discounts.” The percentage discount is calculated against the eligible subtotal only, and excluded items are not discounted. :::

The amount due at checkout updates, with the discount distributed across the eligible items.

Exclude products from discounts or price adjustments

Products and price book entries can be configured to prevent discounts or manual price adjustments from being applied to them at POS. This is set per product or per price book entry in Salesforce.

To configure exclusions, open the product or price book entry record in Salesforce and set the Exclude From Price Reductions field. This is a multi-select picklist with three options:

Value	Effect at POS
Discounts	The item is excluded from automatic discounts. It is skipped when distributing cart discounts.
Manual	The Adjust Price option is hidden for this item. Staff cannot manually reduce the price of this item.
Promotions	The item is excluded from promotion calculations on the web storefront. POS does not check this exclusion, so an automatic promotion still applies to the item at a register.

You can select any combination of values. If no values are selected, the item can be discounted and price-adjusted normally.

Price book entry overrides product: If a price book entry has any exclusions set, those values apply instead of the product-level exclusions. This lets you configure different exclusion rules for the same product in different pricebooks.